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Caterpillar shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $45M 151k 295.67
2023-09-30 $41M 149k 273.00
2023-06-30 $33M 135k 246.05
2023-03-31 $30M 133k 228.84
2022-12-31 $28M 117k 239.56
2022-09-30 $19M 118k 164.08
2022-06-30 $17M 96k 178.76
2022-03-31 $16M 73k 222.83
2021-12-31 $14M 68k 206.75
2021-09-30 $13M 67k 191.96
2021-06-30 $13M 61k 217.62
2021-03-31 $10M 44k 231.88
2020-12-31 $7.4M 40k 182.02
2020-09-30 $5.0M 34k 146.72
2020-06-30 $4.4M 35k 126.05
2020-03-31 $3.5M 31k 111.34
2019-12-31 $4.8M 32k 150.52
2019-09-30 $2.6M 21k 126.31
2019-06-30 $3.0M 22k 136.31
2019-03-31 $2.8M 21k 135.47
2018-12-31 $2.7M 21k 127.08
2018-09-30 $3.2M 21k 152.49
2018-06-30 $2.7M 20k 135.66
2018-03-31 $2.4M 17k 143.89
2017-12-31 $2.9M 19k 157.56
2017-09-30 $77k 500 154.00
2017-06-30 $999 9 111.11